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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$33.2B
AUM Growth
+$4.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,634
New
Increased
Reduced
Closed

Top Buys

1
+$207M
2
+$80.7M
3
+$80.5M
4
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$69.9M
5
NVDA icon
NVIDIA
NVDA
+$57.2M

Top Sells

1
+$150M
2
+$141M
3
+$51M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$26.2M
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$24.1M

Sector Composition

1 Technology 10.44%
2 Financials 4.48%
3 Healthcare 3.56%
4 Consumer Discretionary 3.51%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5576
– –
-234
5577
$0 ﹤0.01%
6
5578
$0 ﹤0.01%
+9
5579
– –
-30
5580
– –
-1,021
5581
– –
-3,757
5582
$0 ﹤0.01%
51
5583
$0 ﹤0.01%
16
-209
5584
$0 ﹤0.01%
+57
5585
– –
0
5586
$0 ﹤0.01%
+14
5587
– –
-17,292
5588
$0 ﹤0.01%
48
-146
5589
$0 ﹤0.01%
500
5590
– –
-108
5591
$0 ﹤0.01%
36
+29
5592
– –
-100
5593
$0 ﹤0.01%
23
5594
$0 ﹤0.01%
+42
5595
$0 ﹤0.01%
+18
5596
– –
-390
5597
– –
-1,359
5598
– –
-617
5599
– –
-378
5600
– –
-27,219
222 223
224
225 226